Retirewise Cfp

Retirewise Cfp (CRD# 122774) is a financial advisory firm headquartered in Vienna, VA. They manage $60,299,000 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Retirewise Cfp
Showing 1 - 1 of 1 top financial advisors.
Femi T. Shote
CRD#: 2250726
8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182

Femi Shote (CRD# 2250726) is an Investment Advisor Representative working at Retirewise Cfp in Vienna, VA and has over 25 years of experience in the finance industry. Femi Shote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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